Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,279,252
+$887,475 QoQ
Shares Held
126,700
-8.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Derivatives in UBS
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$7,980
PutShares
550
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HighTower Advisors, LLC holds $1,708,784,529 across 18 Banks - Diversified names. UBS ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,626,400 | $859,699,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,935,356 | $395,176,584 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,642,793 | $218,400,413 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
352,843 | $51,024,626 | |
| 5 | C |
Citigroup Inc
|
321,021 | $44,930,099 | |
| 6 | ING |
Ing Groep NV
|
778,645 | $24,433,880 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
251,966 | $23,959,446 | |
| 8 | TD |
Toronto Dominion Bank
|
182,119 | $22,114,710 |
All Filings in UBS
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,279,252 | 126,700 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,391,777 | 138,003 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,235,132 | 134,639 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,139,883 | 125,363 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,971,651 | 117,435 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,619,669 | 118,174 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,720,264 | 122,700 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,004,297 | 129,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,040,303 | 136,774 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,257,208 | 138,581 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,948,989 | 127,799 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,397,038 | 56,675 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,026,148 | 50,624 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $613,247 | 28,737 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $629,141 | 33,698 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,980 | 550 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $633,535 | 43,662 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,000 | 50,000 | Put | Sole | 2022-08-10 | |
| 2022-06-30 | $686,138 | 42,302 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $874,610 | 44,760 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $802,952 | 44,933 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $666,148 | 41,791 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,673,455 | 174,280 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,639,346 | 105,560 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $273,288 | 19,341 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $127,745 | 11,457 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $117,788 | 10,207 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $144,446 | 15,599 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||